NYSE$SXI

Standex International Corporation · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Standex reported a strong fourth quarter performance, marked by organic growth and record margins.

Standex International Corporation reported strong Q4 2023 financial results, featuring 7.8% organic growth and a significant increase in fast growth market sales. The company achieved record gross and adjusted operating margins, driven by pricing and productivity initiatives. Standex anticipates continued growth and margin expansion in fiscal year 2024, supported by strategic acquisitions and a focus on fast-growth end markets.

  • Organic growth reached 7.8%, with fast growth market sales increasing by approximately 67% year-on-year.
  • GAAP operating margin was 15.1%, and the adjusted operating margin hit a record 15.4%, up 150 bps year-on-year.
  • Record gross margin was achieved at 39.1%, up 280 bps year-on-year.
  • Free cash flow conversion was 158% of GAAP net income.

Headline financials

Total Revenue

$188M

Previous: $185M+1.9%
EPS (adj)

$1.76

Previous: $1.54+14.3%
Operating Margin (Adj.)

15.4%

No prior period
Free Cash Flow

$32.8M

No prior period
Net Income

$20.2M

Previous: $13.3M+52.2%
Operating Income

$28.5M

Previous: $19.2M+48.3%
Gross Profit

$73.6M

Previous: $66.6M+10.6%
Cash & Equivalents

$196M

Previous: $105M+86.7%
Total Assets

$885M

Previous: $934M-5.3%

Revenue & EPS history

Standex · Revenue · Quarterly

$188M

Q4 2023+1.9%vs Q4 2022
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Revenue by segment

Standex · $195M total across 5 segments · Q4 2023

  • Electronics
    $79.1M+11.3%
  • Engraving
    $48M+12.1%
  • Specialty Solutions
    $26.7M-26.0%
  • Engineering Technologies
    $22.6M+0.9%
  • Scientific
    $18.8M-2.6%

Forward guidance

In fiscal year 2024, the Company expects high single digit sales growth and continued margin expansion.

Tailwinds

  • High single digit sales growth expected.
  • Continued margin expansion expected.
  • Organic growth in Engraving.
  • Contribution from Minntronix acquisition.
  • Long-term demand remains robust.

Headwinds

  • Slight increase in revenue expected in Q1 2024.
  • Slow recovery in China and Europe markets served by Electronics.
  • Impact of the Procon divestiture.
  • Slightly lower revenue sequentially.
  • Unfavorable project timing in Engineering Technologies.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.0%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+3.6%

Avg return

30 days after

53%

34 / 64 earnings

Positive

+23.5%

Q4 2019

Best reaction

-20.7%

Q3 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-8.7%+0.0%+11.7%
Q2 2026+3.5%+7.7%+3.7%
Q1 2026+0.7%-3.3%+1.0%
Q3 2025+8.9%+5.3%+4.2%
Q2 2025-2.1%+4.9%-0.3%
Q1 2025+5.5%+0.4%+15.7%
Q4 2024-4.7%-9.1%-4.4%
Q3 2024+0.5%-4.2%-3.4%
Q2 2024+1.2%+1.9%+18.8%
Q1 2024-5.6%-5.2%-4.9%
Q4 2023+5.3%+11.4%+4.9%
Q3 2023+4.0%+8.5%+15.9%
Q2 2023-0.5%+1.0%+1.4%
Q1 2023+2.1%-1.0%+7.5%
Q4 2022-1.2%-3.3%-10.6%
Q3 2022-2.9%-5.5%-3.8%
Q2 2022+0.0%+6.9%+8.6%
Q1 2022+3.4%+3.9%-9.8%
Q4 2021+2.2%+3.0%-0.5%
Q3 2021+3.9%+2.5%+1.9%
Q2 2021+0.6%+5.2%+19.6%
Q1 2021+3.0%+12.0%+29.6%
Q4 2020-1.9%+2.1%-0.1%
Q3 2020+7.9%-0.3%+39.8%
Q2 2020-3.8%-4.6%-11.7%
Q1 2020-1.0%+1.1%-1.1%
Q4 2019+23.5%+12.3%+20.7%
Q3 2019-11.5%-6.7%-11.3%
Q2 2019-5.2%-2.4%+4.2%
Q1 2019-15.4%-15.1%-14.8%
Q4 2018-4.8%-5.0%-8.2%
Q3 2018-3.6%-4.2%+2.9%
Q2 2018+4.5%+0.9%-4.8%
Q1 2018+1.2%+0.4%+1.4%
Q4 2017+2.1%+3.9%+16.9%
Q3 2017-3.4%-3.4%-6.7%
Q2 2017+4.8%+2.3%+3.2%
Q1 2017-10.0%-11.3%+6.2%
Q4 2016-8.9%-8.8%-3.6%
Q3 2016+0.9%
Q2 2016-8.4%
Q1 2016+6.2%
Q4 2015+9.6%
Q3 2015-2.8%
Q2 2015-0.3%
Q1 2015+1.4%
Q4 2014+4.1%
Q3 2014+18.0%
Q2 2014-0.3%
Q1 2014+0.8%
Q4 2013-5.8%
Q3 2013-3.4%
Q2 2013-0.9%
Q1 2013+8.5%
Q4 2011-0.7%
Q4 2010-0.7%
Q4 2012+2.9%
Q3 2011+4.2%
Q3 2012+4.2%
Q2 2011+0.3%
Q2 2012+0.3%
Q1 2012-4.0%
Q1 2011-4.0%
Q3 2010-20.7%

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